|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 59.81% | | 5-Year Average Return: | 7.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 30.27% | |
Worst 1-Yr Total Return (2008): | -57.87% | |
Best 3-Yr Total Return (2005-7): | 26.72% | |
Worst 3-Yr Total Return (2006-8): | -13.02% |
|
| 1-Year: | 0.53% | | 3-Year: | -3.87% | | 5-Year: | 7.39% | | 10-Year: | 10.26% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ETEMX | Category | Diff | Index* | Diff | | Year To Date | 59.81 | 67.76 | -7.95 | 29.91 | 29.9 | | 1-Month | 5.76 | 5.36 | 0.4 | 2.00 | 3.76 | | 3-Month | 14.28 | 13.28 | 1 | 4.58 | 9.7 | | 1-Year | 69.02 | 80.33 | -11.31 | 37.72 | 31.3 | | 3-Year | -4.47 | 2.54 | -7.01 | -5.52 | 1.05 | | 5-Year | 7.18 | 13.59 | -6.41 | 4.13 | 3.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.67 | 85.38 | -14.71 | 59.35 | 11.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.66 | -8.10 | -11.56 | -14.95 | -4.71 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ETEMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.87 | -54.44 | -3.43 | | 2007 | | | 24.29 | 36.68 | -12.39 | | 2006 | | | 25.68 | 32.06 | -6.38 | | 2005 | | | 30.27 | 31.54 | -1.27 | | 2004 | | | 23.84 | 23.54 | 0.30 | | 2003 | | | 46.05 | 55.19 | -9.14 | | 2002 | | | 6.08 | -6.05 | 12.13 | | 2001 | | | -0.73 | -3.83 | 3.10 | | 2000 | | | -25.54 | -30.33 | 4.79 | | 1999 | | | 81.91 | 70.56 | 11.35 |
|
| PAST QUARTERLY RETURNS (%) FOR
ETEMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.41 | 29.23 | 17.18 | N/A | | 2008 | -13.66 | -1.29 | -28.83 | -30.54 | | 2007 | 1.65 | 10.21 | 8.34 | 2.40 | | 2006 | 10.56 | -6.23 | 3.42 | 17.22 | | 2005 | 0.80 | 3.80 | 21.34 | 2.61 | | 2004 | 6.01 | -9.11 | 11.68 | 15.09 | | 2003 | -5.13 | 18.68 | 10.57 | 17.31 | | 2002 | 14.29 | -0.89 | -11.07 | 5.31 | | 2001 | -4.57 | 6.81 | -17.86 | 18.58 | | 2000 | 5.04 | -10.89 | -9.61 | -12.00 | | 1999 | N/A | N/A | N/A | 50.87 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 295 | 365 | 80.82 | | 1-Month | 190 | 381 | 49.87 | | 3-Month | 266 | 376 | 70.74 | | 6-Month | 294 | 373 | 78.82 | | 1-Year | 247 | 354 | 69.77 | | 3-Year | 212 | 260 | 81.54 | | 5-Year | 164 | 194 | 84.54 |
|
|
|
|
|